Ally Bank CRM + Banner
Toolkits
Marcus by Goldman Sachs Personal Banking
Marcus by Goldman Sachs
Personal Banking
Marcus by Goldman Sachs
Personal Banking
R/GA
Lead Designer
2019
Ally Bank came to us in the midst of a brand re-design with the task of connecting the dots for their consumers, from inital touchpoints to cross-selling existing customers.
Our team went to work and developed a highly personalized customer journey at scale. We used layered systems at every stage, including a CRM library, that made making personalized emails a snap.
Solutions included multiple automated marketing toolkits that accompanied a systematic approach to messaging based on: audience segments, progression in the decision-making funnel, seasonal cultural markers, and current promotions.
01
We upgraded Ally's sketch library to exponetially cut down on the time to create an email. All components are neatly available in the library, with quick options to update the text, colors, and states where needed.
We outlined objectives based on our principles, research, and stakeholder workshops.
02
We created multiple templates within the system to accomodate various products and/or reason for contact.
We outlined objectives based on our principles, research, and stakeholder workshops.
03
We helped define photoshoots to create shots that were versatile and pressure-tested to withstand real-world usage.
We outlined objectives based on our principles, research, and stakeholder workshops.
04
We also created a versatile, bold visual system with the logo mark for photo-based banner campaigns.
Verizon's partners helped curate rotating content to show some of the latest offerings as an additional selling point for the plans.
05
Animations
Verizon's partners helped curate rotating content to show some of the latest offerings as an additional selling point for the plans.
06
Programmatic banners easily delivered targeted content based on audience segments and daily APR rates. Flexible templates offered on/off parameters for buttons, copy, legal, illustrations, and more.
Verizon's partners helped curate rotating content to show some of the latest offerings as an additional selling point for the plans.
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To help with the transition to the new systems, we assembled thorough 50+ page guides for easy use.
